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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1089 | 1215 | 1369 | 1807 | 3115 |
Fund Return | 8.89% | 8.89% | 21.46% | 11.04% | 12.56% | 12.03% |
Place in category | 2953 | 2953 | 1819 | 1129 | 695 | 412 |
% in Category | 40 | 40 | 28 | 23 | 20 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.34B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.34B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGA | 4.07B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.07B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 2.97B | 5.18 | 5.12 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.65B | 4.79 | 6.71 | 9.96 | ||
MS Global Brands Fund AXg | 21.65B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.65B | 4.78 | 6.70 | 9.96 | ||
Developed World Index Sub Fund FleA | 21.16B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 21.16B | 9.76 | 11.72 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.99 | 183.59 | +1.04% | |
Microsoft | US5949181045 | 2.86 | 412.92 | -0.15% | |
NVIDIA | US67066G1040 | 2.03 | 907.89 | -1.47% | |
Meta Platforms | US30303M1027 | 1.69 | 466.92 | +0.27% | |
Amazon.com | US0231351067 | 1.38 | 188.53 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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